>Personally, I'd find it more enlightening to see
>how people react to the earnings
>report by itself. Know what I mean?
Oh boy, I sure do.
Anyway, I doubt pure PR will move this stock now. My feeling
is that volume won't move until they we see the March 10th
numbers. At the moment GMGC is a black box to the
public/analysts. How is Portico faring? Is revenue
increasing? What are the projections for next Q, based
off of that? Etc etc. No one knows.
I predict the numbers are very good. I base this simply
on the rather bright and chirpy attitude of gmgc
employees. By good, I think they'll be "nominal", but
much better than that 500k estimate Goldman made. But
this is just a guess on my part, based off the strong
morale and the overall quality of the rollout/product.
Then the zillion dollar question is: what will the
street think? Lets assume for the sake of argument that
GMGC blows out the estimates. Say a 1M quarter.
Showing such strong quarter/year-to-quarter growth
should be a huge positive. Then, if this is
put into the context of an overall rising tide (all the
SR/VUI action we see going on right now), and is then
projected out with Intuit/WK, we should be sitting
very pretty.
On the other hand, what the market fears is a failure.
Face it, GMGC has never delivered in the past, so the
market is leary. It obviously fears a negative surprise.
So we drift lower. I bet if GMGC put out any PR in the next
few days the market would just yawn. It wants to see
the $$s before it makes an attempt at valuation.
If GMGC blows out their quarter, however, *then* I bet
the market would be interested in some flashy PR.
If GMGC misses the quarter, well, I doubt there's a PR
out there that could save their sorry hides.
Sea Otter |
